Host: Frances Lev Makino
Today's topic: Navigating Retirement Account Withdrawals
Description:
During this Good Morning Howard session, Frances Lev Makino will discuss financial strategies for navigating retirement account withdrawals. There are many financial considerations surrounding IRA's and Frances will focus on how to spend down traditional IRA's and what happens when a person inherits a traditional IRA. Frances will also discuss IRMA fees relating to Medicare and income. Frances will review the most tax efficient ways to pass wealth to the next generation. Questions are welcomed and encouraged and will be answered as time permits.
About our Guest Speaker:
Frances Lev Makino, a graduate of the University of Maryland College Park, has lived in Howard County for 43 years. She began her investment career at PaineWebber and is currently an independent financial advisor with Commonwealth Financial Network. Frances enjoys teaching Financial Fitness classes through Howard County and Johns Hopkins and devotes time doing volunteer work teaching at risk teens and people in shelters how to be good stewards of their finances
THIS SESSION WILL NOT BE RECORDED AT THE REQUEST OF THE PRESENTER.
-----------------------------------------------------------------------------------------------------
Come to join us for our “Good Morning, Howard!” zoom group. We will be following the new schedule as listed below:
Wednesday at 9:00 AM
Our goal is to provide Howard County residents an opportunity to come together in a relaxed atmosphere, to meet with others, and to participate in the discussion/activities of Health and Wellness. Our content may include using technology to connect with family and friends, gardening, exercise, music, movies, jokes, popular websites, and healthy diet.
Participation is easy because driving is not required. This social program is for TVIH members and older adults from Howard County.
Volunteers (TVIH members) will take turns to serve as the hosts of the GMH zoom meetings. The hosts will greet the participants, make introductions, and give the feedback/suggestions back to the membership committee.
Most people will join by using their computer, tablet or smartphone. To join, you need a zoom meeting link. The link will be emailed to you after you register.
To Join Zoom Meeting by using a smartphone, dial 1-929-205-6099. You will be prompted to enter the meeting ID and the password. If you are prompted to enter a personal ID, simply press the # sign.
The person using a phone can hear everyone and can talk. He/she cannot be seen on other people’s screens.
-------------------------------------------------------
Zoom link will be provided upon registration.